Top Financial Planning Software - 2024

Updated on: 29th April 2024

1. HomeBank

Free personal finance software, money management


Financial Planning Software
category
Available
software trial

Free
price

Other Category
  • Accounting Software
  • Financial Planning Software
Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Consolidation/Roll-Up
  • Financial Reporting
  • Risk Management
  • Accounts Payable
  • Booking Management
  • Budgeting and Forecasting
  • Financial Reporting
  • Fund Accounting
  • Project Accounting
Platforms
  • Web-based
  • Android
  • Windows

2. OnTrajectory

Chart your course to financial independence


Financial Planning Software
category
14 Days
software trial

$49.00
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Credit Card Management
  • Revenue Recognition
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

3. Money Manager Ex

Money Manager Ex is a free, open-source, cross-platform, easy-to-use personal finance software


Financial Planning Software
category
Available
software trial

Free
price

Other Category
  • Accounting Software
  • Budgeting Software
  • Expense Management Software
  • Financial Planning Software
Features
  • Accounts Payable
  • Bank Reconciliation
  • Budgeting and Forecasting
  • Financial Reporting
  • Fund Accounting
  • Payroll Management
  • Project Accounting
  • Asset Planning
  • Balance Sheet
  • Capital Management
  • Consolidation/Roll-Up
  • Financial Planning
  • General Ledger
  • Operations Management
  • Accounting Integration
  • Expense Tracking
  • Invoice Management
  • Receipt Management
  • Spend Control
  • Workflow Management
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Financial Reporting
  • Risk Management
  • Tax Management
Platforms
  • Web-based
  • Windows

4. Buddi

Personal budget software for the rest of us


Financial Planning Software
category
Available
software trial

Free
price

Other Category
  • Budgeting Software
  • Financial Planning Software
Features
  • Asset Planning
  • Balance Sheet
  • Capital Management
  • Financial Planning
  • Price List Management
  • Scenario Planning
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Consolidation/Roll-Up
  • Tax Management
Platforms
  • Web-based
  • Windows

5. Firefly III

A free and open source personal finance manager.


Financial Planning Software
category
Available
software trial

Free
price

Other Category
  • Expense Management Software
  • Financial Planning Software
Features
  • Accounting Integration
  • Expense Tracking
  • Invoice Management
  • Receipt Management
  • Reimbursement Management
  • Spend Control
  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Financial Reporting
  • Revenue Recognition
  • Tax Management
Platforms
  • Cloud Hosted
  • On Premises
  • Web-based
  • Windows
  • Linux

6. Skrooge

A personal finances manager.


Financial Planning Software
category
Available
software trial

Free
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Consolidation/Roll-Up
  • Financial Reporting
  • Revenue Recognition
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

7. KMyMoney

the BEST Personal Finance Manager for FREE Users, full stop.


Financial Planning Software
category
Available
software trial

Free
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Expenditure Tracking
  • Financial Reporting
  • Revenue Recognition
  • Tax Management
Platforms
  • Web-based
  • Windows

8. MoneyGuide

Everyone needs and deserves a quality financial plan.


Financial Planning Software
category
14 Days
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Credit Card Management
  • Risk Management
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac

9. Sage Intacct

The Leader in Accounting and Financial Management Software.


Financial Planning Software
category
30 Days
software trial

N/A
price

Other Category
  • Accounting Software
  • Accounts Payable Software
  • Accounts Receivable Software
  • Church Accounting Software
  • Financial Planning Software
  • Fixed Asset Management Software
  • Purchasing Software
  • Time and Expense Software
  • Wealth Management Software
Features
  • Accounts Payable
  • Bank Reconciliation
  • Booking Management
  • Budgeting and Forecasting
  • Expense Tracking
  • Financial Reporting
  • Fixed Asset Management
  • Fund Accounting
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management
  • Accounting Management
  • Asset Reporting
  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Expenditure Tracking
  • Financial Reporting
  • Investment Management
  • Risk Management
  • Tax Management
  • Audit Trails
  • Compliance Management
  • Invoice Processing
  • Purchase Order
  • Request & Quote
  • Requisition Management
  • Sourcing Management
  • Spend Dashboard
  • Spend Management
  • Asset Accounting
  • Asset Tracking
  • Audit Trail
  • Depreciation Calculation
  • Document Management
  • Purchase & Requisitions
  • Reporting & Analysis
  • Warranty Management
  • Approval Management
  • Automation
  • Expense Management
  • Invoicing
  • Payment Management
  • PO Reconciliation
  • Reporting & Analysis
  • Vendor Management
  • Tax Calculation
  • Audit Trails
  • Account Security
  • Billing & Invoicing
  • Collections Management
  • Dashboard
  • Predictive Analysis
  • Receivables Ledger
  • Recurring Billing
  • Streamlined Payments
  • Activity Tracking
  • Billing & Invoicing
  • Expense Tracking
  • Project Accounting
  • Project Tracking
  • Operations Management
  • Resource Planning
  • Time Tracking
  • Workflow & Approvals
  • Accounts Payable
  • Accounts Receivable
  • Asset Tracking
  • Budgeting/Forecasting
  • Fund Accounting
  • Payroll Management
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

10. Workday Financial Management

The finance system that moves you forward.


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Accounting Software
  • Financial Planning Software
Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Expenditure Tracking
  • Financial Reporting
  • Revenue Recognition
  • Tax Management
  • Accounts Payable
  • Booking Management
  • Budgeting and Forecasting
  • Expense Tracking
  • Financial Reporting
  • Fixed Asset Management
  • Fund Accounting
  • Payroll Management
  • Project Accounting
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac

11. Personal Capital

Get To Know Your Money.


Financial Planning Software
category
Available
software trial

Free
price

Other Category
  • Financial Planning Software
  • Wealth Management Software
Features
  • Asset Reporting
  • Client Portal
  • Online Application
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Loyalty Program
  • Performance Measurement
  • Portfolio Management
  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Credit Card Management
  • Investment Management
  • Risk Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac

12. Mint

It’s all coming together


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Credit Card Management
  • Revenue Recognition
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • Android
  • Windows

13. QuickBooks Online Advanced

Financial hub for your business


Financial Planning Software
category
30 Days
software trial

$54
price

Other Category
  • Accounting Software
  • Financial Planning Software
Features
  • Accounts Payable
  • Booking Management
  • Budgeting and Forecasting
  • Expense Tracking
  • Financial Reporting
  • Fixed Asset Management
  • Fund Accounting
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Financial Reporting
  • Revenue Recognition
  • Risk Management
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android

14. Quicken

Get a head start on taxes by organizing your finance.


Financial Planning Software
category
30 Days
software trial

$35.99
price

Other Category
  • Banking Software
  • Financial Planning Software
  • Recurring Billing Software
Features
  • Credit Card Management
  • Financial Accounting
  • Investment Banking
  • Loan Management
  • Online Banking
  • Payments & Transfers
  • Private Banking
  • Retail Banking
  • Transaction Tracking
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Financial Reporting
  • Revenue Recognition
  • Tax Management
  • Alerts/Notification
  • Booking Management
  • Budget Management
  • Expense Tracking
  • Loyalty Program
  • Reports
  • Transaction Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux

15. NaviPlan

Comprehensive financial planning.


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
  • Investment Management Software
  • Wealth Management Software
Features
  • Asset Reporting
  • Client Portal
  • Data Import/Export
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management
  • Accounting Integration
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Investment Management
  • Risk Management
  • Client Portal
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Risk Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac

Hire industry experts for your industry-specific software requirements.

Reach out to Hyperlink InfoSystem to leverage the experience and expertise of a Top Software development company for your custom software development requirement.

Get in Touch

16. eMoney

Wealth Management Technology That Helps You


Financial Planning Software
category
14 Days
software trial

N/A
price

Other Category
  • Financial Planning Software
  • Investment Management Software
  • Stock Portfolio Management Software
Features
  • Accounting Integration
  • Cash Management
  • Expenditure Tracking
  • Investment Management
  • Risk Management
  • Tax Management
  • Accounting Management
  • Asset Management
  • Benchmarking
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management
  • Client Management
  • Data Warehousing
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac

17. Principium

We empower clients to become active participants in their financial heath.


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Credit Card Management
  • Revenue Recognition
Platforms
  • Cloud Hosted
  • Web-based
  • Android
  • Windows

18. GowealthPro

Financial Advisers' Favorite Platform for Financial Planning


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Cash Management
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Credit Card Management
  • Revenue Recognition
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • Android
  • Windows

19. Omyen

We Lead Financial Planning Innovation!


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Cash Management
  • Expenditure Tracking
  • Credit Card Management
  • Revenue Recognition
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • Android
  • Windows

20. RetireWire

Ready....Set......Retire


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Credit Card Management
  • Revenue Recognition
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

21. Tools For Money

REAL WORLD ADVICE AND MONEY MANAGEMENT


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Cash Management
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Credit Card Management
  • Revenue Recognition
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • Android
  • Windows

22. Brentmark

Powerful Planning Solutions for Financial Institutions, Advisors and Attorneys.


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Budgeting & Forecasting
  • Cash Management
  • Expenditure Tracking
  • Investment Management
  • Risk Management
Platforms
  • Cloud Hosted
  • Web-based
  • Android
  • Windows

23. Kastler

Let's Engineer a PLAN Together


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Consolidation/Roll-Up
  • Credit Card Management
  • Investment Management
  • Revenue Recognition
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • Android
  • Windows

24. J&L Financial Planner

Financial Planning Software


Financial Planning Software
category
Available
software trial

Free
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Cash Management
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Investment Management
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • Android
  • Windows

25. eFinPlan

A simple approach to a strong financial future.


Financial Planning Software
category
N/A
software trial

$99.00
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Cash Management
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Investment Management
  • Risk Management
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

26. Baobab

Your Life, Your Plan


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Cash Management
  • Expenditure Tracking
  • Investment Management
  • Revenue Recognition
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • Android
  • Windows

27. Retirement in a Nutshell

Your trusted financial advisor software


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Investment Management
  • Revenue Recognition
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

28. Cheshire

Comprehensive Financial Planning Software


Financial Planning Software
category
Available
software trial

Free
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Credit Card Management
  • Risk Management
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

29. Advisys

Create Plans and Client Presentations in Just Minutes Instead of Hours


Financial Planning Software
category
30 Days
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Budgeting & Forecasting
  • Cash Management
  • Credit Card Management
  • Revenue Recognition
  • Risk Management
Platforms
  • Cloud Hosted
  • Web-based
  • Android
  • Windows

30. Kucharski Financial

Planning makes a difference with MoneyGuidePro and Kucharski Financial


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Budgeting & Forecasting
  • Cash Management
  • Expenditure Tracking
  • Investment Management
  • Risk Management
Platforms
  • Cloud Hosted
  • Web-based
  • Android
  • Windows

Hire industry experts for your industry-specific software requirements.

Reach out to Hyperlink InfoSystem to leverage the experience and expertise of a Top Software development company for your custom software development requirement.

Get in Touch

31. Ball Comprehensive Planning

Take Charge of Your Financial Journey


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Cash Management
  • Expenditure Tracking
  • Credit Card Management
  • Risk Management
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

32. CenterCard

A New Way to Optimize Spend & Expense


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Cash Management
  • Consolidation/Roll-Up
  • Credit Card Management
  • Investment Management
  • Risk Management
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

33. Solifi

Commerce is only as strong as the system it runs on.


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
  • Lease Management Software
Features
  • Accounting Management
  • Billing & Invoicing
  • Contact Management
  • Contract Management
  • Document Management
  • Lease Origination
  • Lease Mapping
  • Portfolio Management
  • Property Management
  • Reporting & Analytics
  • Work Orders
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Expenditure Tracking
  • Financial Reporting
  • Revenue Recognition
  • Risk Management
Platforms
  • Open Source
  • Cloud Hosted
  • Web-based

34. Salesforce Financial Services

Unify the financial services experience and unlock loyalty with Financial Services Cloud.


Financial Planning Software
category
30 Days
software trial

N/A
price

Other Category
  • Financial Planning Software
  • Wealth Management Software
Features
  • Attendance Tracking
  • Client Portal
  • Online Application
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Loyalty Program
  • Performance Measurement
  • Portfolio Management
  • Patient Records
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Consolidation/Roll-Up
  • Credit Card Management
  • Investment Management
  • Risk Management
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux

35. Cloud Financials

Finance Management


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Accounting Software
  • Financial Planning Software
Features
  • Accounts Payable
  • Bank Reconciliation
  • Booking Management
  • Budgeting and Forecasting
  • Expense Tracking
  • Financial Reporting
  • Fixed Asset Management
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management
  • Budgeting & Forecasting
  • Cash Management
  • Financial Reporting
  • Investment Management
  • Revenue Recognition
  • Risk Management
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux

36. Wizely

Best Personal Finance Management


Financial Planning Software
category
Available
software trial

Free
price

Other Category
  • Financial Planning Software
Features
  • Budgeting & Forecasting
  • Cash Management
  • Expenditure Tracking
  • Purchase Orders
  • Investment Management
  • Revenue Recognition
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux

37. JobBag

Business management software for creative agencies


Financial Planning Software
category
30 Days
software trial

N/A
price

Other Category
  • Accounting Software
  • Business Management Software
  • Financial Planning Software
  • Job Costing Software
Features
  • Accounting
  • Booking Management
  • Budgeting & Forecasting
  • Customer Management
  • Document Management
  • Financial Management
  • Marketing Management
  • Project Management
  • Operations Management
  • Resource Management
  • Sales Management
  • Scheduling
  • Time Tracking
  • Accounts Payable
  • Billing & Invoicing
  • Budgeting and Forecasting
  • Expense Tracking
  • Financial Reporting
  • Fixed Asset Management
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Financial Reporting
  • Revenue Recognition
  • Tax Management
  • Budget Management
  • Cost Tracking
  • Forecasting
  • Invoice Management
  • Project Management
  • Purchase Order Management
  • Quotes/Estimates
  • Reporting
  • Task Management
  • Time Tracking
Platforms
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac

38. Brex

Finance for the way you work.


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Expense Management Software
  • Financial Planning Software
Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Expenditure Tracking
  • Financial Reporting
  • Revenue Recognition
  • Tax Management
  • Accounting Integration
  • Expense Tracking
  • Receipt Management
  • Reimbursement Management
  • Spend Control
  • Time Tracking
  • Workflow Management
Platforms
  • Cloud Hosted
  • Web-based

39. Allvue

Investment software that challenges what’s possible


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Business Intelligence Software
  • Financial Planning Software
  • Hedge Fund Software
  • Investment Management Software
  • Risk Management Software
  • Stock Portfolio Management Software
Features
  • Ad Hoc Analysis
  • Dashboard
  • Data Visualization
  • Key Performance Indicators
  • Profitability Analysis
  • Strategic Planning
  • Budgeting & Forecasting
  • Purchase Orders
  • Investment Management
  • Risk Management
  • Compliance Management
  • Benchmarking
  • Client Portal
  • Fund Management
  • Performance Metrics
  • Reporting
  • Risk Management
  • Booking Management
  • Data Warehousing
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Client Portal
  • Compliance Management
  • Investor Accounting
  • Investor Reporting
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Profit/Loss Statement
Platforms
  • Cloud Hosted
  • Windows
  • Mac
  • Linux

40. Pipe

Turn your MRR into ARR.


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Budgeting & Forecasting
  • Financial Reporting
  • Investment Management
  • Risk Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux

41. Primetric

The best Professional Services Automation for software development companies.


Financial Planning Software
category
14 Days
software trial

$17.10
price

Other Category
  • Business Intelligence Software
  • Financial Planning Software
  • Project Management Software
  • Project Planning Software
  • Resource Management Software
  • Time and Expense Software
  • Time Tracking Software
Features
  • Alerts/Notifications
  • Capacity Planning
  • Collaboration Tools
  • Drag & Drop
  • Forecasting
  • Project Planning
  • Reports
  • Resource Scheduling
  • Search/Filter
  • Skills Tracking
  • Task Management
  • Time Tracking
  • Activity Tracking
  • Booking Management
  • Expense Tracking
  • Project Tracking
  • Operations Management
  • Resource Planning
  • Time Tracking
  • Workflow & Approvals
  • Budget Management
  • Gantt Charts
  • Prioritization
  • Progress Tracking
  • Reports
  • Resource Management
  • Task Management
  • Template Management
  • Time Tracking
  • Collaboration
  • Dashboard
  • Project Tracking
  • Project Planning
  • Reporting and Forecasting
  • Resource Management
  • Task Management
  • Timesheets
  • Workflow Management
  • Budgeting & Forecasting
  • Expenditure Tracking
  • Financial Reporting
  • Revenue Recognition
  • Risk Management
  • Alerts/Notifications
  • Offline Time Tracking
  • Reports & Analysis
  • Timesheet Management
  • Budgeting & Forecasting
  • Dashboard
  • Predictive Analytics
  • Strategic Planning
  • Workflow Collaboration
Platforms
  • Cloud Hosted
  • Web-based
  • Windows

42. Visionplanner

Financial statements and Interim


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Accounting Practice Management Software
  • Financial Planning Software
Features
  • Booking Management
  • Budgeting
  • Document Management
  • Task Management
  • Workflow Management
Platforms
  • Cloud Hosted
  • Web-based

43. valQ

Modern Visual Planning


Financial Planning Software
category
Available
software trial

Free
price

Other Category
  • Budgeting Software
  • Business Intelligence Software
  • Data Visualization Software
  • Financial Planning Software
  • Strategic Planning Software
Features
  • Asset Planning
  • Balance Sheet
  • Capital Management
  • Consolidation/Roll-Up
  • Financial Planning
  • Forecasting
  • General Ledger
  • Profit/Loss Statement
  • Scenario Planning
  • Budgeting & Forecasting
  • Cash Management
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Purchase Orders
  • Investment Management
  • Revenue Recognition
  • Risk Management
  • Tax Management
  • Budgeting & Forecasting
  • Dashboard
  • Idea Management
  • KPIs
  • Milestone Tracking
  • Modeling & Simulation
  • Roadmapping
  • Scenario Planning
  • Strategic Planning
  • User Management
  • Dashboard
  • Data Import/Export
  • Data Management
  • Filtered Views
  • OLAP
  • Operations Management
  • Simulation Models
  • Visual Discovery
  • Benchmarking
  • Budgeting & Forecasting
  • Dashboard
  • Data Visualization
  • Key Performance Indicators
  • Predictive Analytics
  • Profitability Analysis
  • Strategic Planning
  • Trend/Problem Indicators
  • Workflow Collaboration
Platforms
  • Cloud Hosted
  • On Premises
  • Web-based

44. Harpoon

Set, track, & achieve a yearly financial goal for your agency.


Financial Planning Software
category
14 Days
software trial

$9
price

Other Category
  • Billing and Invoicing Software
  • Financial Planning Software
  • Time Tracking Software
Features
  • Budgeting & Forecasting
  • Expenditure Tracking
  • Financial Reporting
  • Billable Hours
  • Booking Management
  • Multiple Billing Rates
  • Offline Time Tracking
  • Reports & Analysis
  • Contingency Billing
  • Customizable Invoices
  • Hourly Billing
  • Online Invoicing
  • Online Payments
  • Project Billing
Platforms
  • Cloud Hosted
  • Web-based

45. CL Lease

Oversee large-scale lease operations with ease.


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Expenditure Tracking
Platforms
  • Cloud Hosted
  • Web-based

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46. Sage 200

Supercharge your business growth.


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Accounting Software
  • Accounts Payable Software
  • Financial Planning Software
Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Expenditure Tracking
  • Revenue Recognition
  • Risk Management
  • Tax Management
  • Accounts Payable
  • Booking Management
  • Financial Reporting
  • Fixed Asset Management
  • Fund Accounting
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management
  • Approval Management
  • Automation
  • Data Extraction
  • Invoicing
  • Payment Management
  • PO Reconciliation
  • Reporting & Analysis
  • Vendor Management
  • Tax Calculation
Platforms
  • Cloud Hosted
  • Web-based

47. Chipax

Finances under control for your company


Financial Planning Software
category
14 Days
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Expenditure Tracking
  • Financial Reporting
  • Revenue Recognition
  • Risk Management
Platforms
  • Cloud Hosted
  • Web-based

48. finway

That's how financial processes work.


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Expenditure Tracking
  • Financial Reporting
  • Investment Management
  • Risk Management
Platforms
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android

49. Mitchell Humphrey FMS

Simplify your financial operations with FMS.


Financial Planning Software
category
N/A
software trial

N/A
price

Other Category
  • Financial Planning Software
Features
  • Accounting Integration
  • Budgeting & Forecasting
  • Cash Management
  • Expenditure Tracking
  • Financial Reporting
  • Investment Management
  • Revenue Recognition
  • Risk Management
Platforms
  • Cloud Hosted
  • Windows

50. myPortableFinance

The Personal Finance App, that's built around you


Financial Planning Software
category
14 Days
software trial

$4.95
price

Other Category
  • Financial Planning Software
Features
  • Budgeting & Forecasting
  • Cash Management
  • Expenditure Tracking
  • Purchase Orders
  • Investment Management
  • Revenue Recognition
  • Tax Management
Platforms
  • Cloud Hosted
  • Web-based
  • Android